Venturi Wealth Management’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,978	Closed	-$35.5K	–	1619
2024 Q4	$35.5K	Buy	1,978 +1,500	+314%	+$26.9K	﹤0.01%	1124
2024 Q3	$5.54K	Buy	+478	New	+$5.54K	﹤0.01%	1361